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Lesson 2 of 5

User stories and backlog

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An approved requirement says what the business needs. It is usually too large to build in one go and too vague to estimate. User stories break it into sprint-sized pieces of configuration or development that a team can plan, build and finish. In SAP Cloud ALM the stories stay linked to their requirement, so progress on the build rolls up to the promise the business approved.

Requirement, user story, sub-task

SAP's implementation best practice guide defines the entities clearly. A requirement captures a high-level business need and comes with an optional approval process. A user story translates it into a specific function that can be delivered within a sprint, and it supports agile practices such as story points and burn-up charts. A sub-task is a granular piece of work under a story, such as "configure the output condition" or "write the unit test". One requirement can have many user stories.

Stories are the planning unit: each belongs to a requirement, sits in a sprint and a team, and can be assigned to a feature, which a project task cannot.
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RequirementConsolidated monthly invoice for Great Lakes Fleet Services (approved by Maria)
User story 1As a billing clerk, I can run collective billing for all fleet deliveries of a month
User story 2As a billing clerk, I can print one invoice form that lists every delivery
User story 3As Great Lakes Fleet Services, I receive the invoice through our existing EDI channel
Sub-tasksConfigure copy control, adapt the form, map the EDI segment, write the unit test
One Contoso requirement refined into stories and sub-tasks.
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Stories or project tasks?

Cloud ALM also has project tasks, and the two look similar. SAP's guide says they offer much the same functions but serve different purposes: tasks are for organizational or operational work, while user stories carry user-facing, configuration or development value. The practical difference is traceability. A user story can be assigned to a feature; a project task cannot. Choosing a task for build work quietly cuts it out of the requirement-to-feature chain.

User storyProject task
PurposeBuild value: configuration, development, integrationOrganizational work: workshops, training plans, data requests
Assign to a featureYesNo
Agile planningStory points, sprints, burn-up chartDue dates and assignees
Contoso exampleAdapt the custom pricing report for the new data modelBook the room for the Chicago key-user training
Use a user story whenever the work changes the system.
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Planning the backlog

Refinement happens after approval. The team creates the stories, fills in the mandatory details and estimates them. Each story can be given a priority, story points, a sprint (timebox) and a team. Contoso's realize phase runs in two-week sprints; Kenji's ABAP team and the functional teams pull stories into sprints in priority order, and Priya watches the sprint view to see which requirements will be ready for which test cycle.

  1. Approved requirementStatus moves on from approval toward planning
  2. RefineCreate user stories with acceptance criteria and estimates
  3. PlanAssign sprint, team, priority and story points
  4. BuildStories move from open through in progress or in review
  5. DoneStory closed once its acceptance criteria are met in development
  6. Roll upThe requirement shows the progress of all its stories
The life of the backlog in SAP Cloud ALM.
The Sign-Off Table · thesignofftable.com/academy/sap-alm-202

SAP's status flow for the leading practice shows stories moving from Open to In Progress or In Review and then Done, while the parent requirement moves through planning and realization. Status lists change with Cloud ALM's frequent updates, so agree in the project which statuses Contoso uses and what each means. A story marked Done that nobody has tested is a common source of false confidence.

Contoso’s story flow: Done only after the change is in CMQ with its feature and the key user has seen the acceptance criteria met.
The Sign-Off Table · thesignofftable.com/academy/sap-alm-202

Stories without requirements

Sometimes a story appears with no parent: a developer finds a needed change, or a consultant adds work directly to a sprint. Cloud ALM allows it, and SAP describes a user-story-driven approach for some cloud products. In Contoso's requirement-driven project it is a warning sign. Either the story belongs to an existing requirement and should be linked, or it is new scope that needs approval. Unlinked stories are invisible in requirement coverage, so the test lead never plans tests for them.

What would you do?

Kenji's team has 14 user stories in the current sprint that are not linked to any requirement. They say the work is "obviously needed for the conversion". What should Priya ask for?

Key points
  • Requirements hold the business need; user stories hold sprint-sized build work; sub-tasks break stories down further.
  • Use user stories, not project tasks, for system changes, because only stories can be assigned to features.
  • Plan stories with priority, story points, sprint and team; agree what each status means.
  • Unlinked stories are invisible to requirement coverage; link them or route them through approval.

Check your understanding · not graded

Lesson check

  1. 1. Which entity can be assigned to a feature in SAP Cloud ALM?

  2. 2. What is the typical relationship between a requirement and user stories?

  3. 3. Which planning attributes are typical for a user story?

  4. 4. Kenji's team created stories with no parent requirement. Why does that matter to the test lead?